Brian M. Smith
Founder at TriGuard Management LLC
Profile
Brian Smith is a Senior Advisor and Co-Founder of Montauk TriGuard.
Mr. Smith is also General Partner and Founder of Montauk Advisors, L.L.C., the investment advisor for the Predecessor Funds, where he led the efforts in evaluating transactions and reporting.
He has been an institutional investor and financial professional for over 20 years at several firms including Travelers Insurance and Sterling Grace Capital Management.
Mr. Smith was a Senior Vice President of Sterling Grace, a diversified global asset management firm, where he participated in the purchase of 15 interests in private equity partnerships and 17 direct interests in companies.
At Travelers, Mr. Smith analyzed and structured highly negotiated debt, mezzanine and equity private placement transactions.
Mr. Smith is a Chartered Financial Analyst and Certified Public Accountant (inactive) and received his MBA and BBA from the University of Texas at Austin.
Brian M. Smith active positions
| Companies | Position | Start |
|---|---|---|
TriGuard Management LLC
 TriGuard Management LLC Investment ManagersFinance TriGuard Management LLC (Montauk TriGuard) is a private equity firm founded in 1998 by Ronn Cornelius, Ed Pfohl, Brian Smith and Samuel Tang, Montauk. The firm is headquartered in Newport Beach, California. | Founder | 2005-02-28 |
Montauk Advisors LLC
 Montauk Advisors LLC Investment ManagersFinance Part of TriGuard Management LLC, Montauk Advisors LLC functions as an alternative investment manager. The company is based in Huntington, NY. The company was founded in 1998 by Brian M. Smith. | Founder | 1999-06-30 |
Former positions of Brian M. Smith
| Companies | Position | End |
|---|---|---|
Sterling Grace Corp.
 Sterling Grace Corp. Investment Trusts/Mutual FundsMiscellaneous Sterling Grace Corp. provides investment services. The company provides its services to investors, institutions and investment partnerships. It also operates in hedge funds and real estate investments. The company is headquartered in Glen Head, NY | Corporate Officer/Principal | 1998-12-30 |
The Travelers Insurance Co.
 The Travelers Insurance Co. Life/Health InsuranceFinance The Travelers Insurance Co. used to offer individual annuities, individual life insurance, institutional protection and asset accumulation products. The company's principal individual products included traditional life, universal and variable life insurance, fixed and variable annuities, as well as income annuities. The company's two reportable business segments were Travelers Life & Annuity and Primerica. Travelers Life & Annuity was licensed to sell and market its individual products in all 50 states, the District of Columbia, Canada, Puerto Rico, Guam, the Bahamas, US and British Virgin Islands. The company was headquartered in Hartford, CT | Private Equity Investor | 1993-12-30 |
Training of Brian M. Smith
| The University of Texas at Austin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
The Travelers Insurance Co.
The Travelers Insurance Co. Life/Health InsuranceFinance The Travelers Insurance Co. used to offer individual annuities, individual life insurance, institutional protection and asset accumulation products. The company's principal individual products included traditional life, universal and variable life insurance, fixed and variable annuities, as well as income annuities. The company's two reportable business segments were Travelers Life & Annuity and Primerica. Travelers Life & Annuity was licensed to sell and market its individual products in all 50 states, the District of Columbia, Canada, Puerto Rico, Guam, the Bahamas, US and British Virgin Islands. The company was headquartered in Hartford, CT | Finance |
Sterling Grace Corp.
Sterling Grace Corp. Investment Trusts/Mutual FundsMiscellaneous Sterling Grace Corp. provides investment services. The company provides its services to investors, institutions and investment partnerships. It also operates in hedge funds and real estate investments. The company is headquartered in Glen Head, NY | Miscellaneous |
Montauk Advisors LLC
Montauk Advisors LLC Investment ManagersFinance Part of TriGuard Management LLC, Montauk Advisors LLC functions as an alternative investment manager. The company is based in Huntington, NY. The company was founded in 1998 by Brian M. Smith. | Finance |
TriGuard Management LLC
TriGuard Management LLC Investment ManagersFinance TriGuard Management LLC (Montauk TriGuard) is a private equity firm founded in 1998 by Ronn Cornelius, Ed Pfohl, Brian Smith and Samuel Tang, Montauk. The firm is headquartered in Newport Beach, California. | Finance |
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